+26.1%
INBK vs VOO
+325.3%
-299.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.8% | -4.6% | -4.7% |
| 7D | -5.9% | -0.8% | -5.1% | -5.0% |
| 30D | -4.1% | -1.1% | -3.0% | -2.9% |
| 3M | +9.7% | +3.9% | +5.9% | +4.4% |
| 6M | +43.2% | +13.6% | +29.5% | +21.3% |
| YTD | +34.9% | +12.7% | +22.1% | +15.6% |
| 1Y | +18.3% | +17.6% | +0.7% | -4.5% |
| 3Y | +60.7% | +77.3% | -16.7% | -21.5% |
| 5Y | +4.2% | +84.1% | -79.9% | -51.8% |
| All | +26.1% | +325.3% | -299.1% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling